Skip to content
Disclosery

CGUS CAPITAL GROUP CORE EQUITY ET

Follow

SHS CREAT UNIT (fund)

334 managers (336 13F filers) reported a position in CGUS shares at 2025-06-30, 108,488,201 shares in all. 31 filers opened a position and 17 filers sold out during the quarter.

Managers
334
13F filers
336
New
31
Added
197
Reduced
73
Sold out
17
Shares held by filers
108,488,201

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC16,186,883$598M0.2%+1,349,92113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding10,548,515$390M+1,138,712Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,668,346$209M0.07%+450,09413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,008,826$185M0.01%+651,26513F-HRTimelineGroup
Cetera Investment Advisers4,826,699$178M0.3%+983,35013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…4,412,415$163M1.41%+123,49113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,865,009$143M0.1%+312,92613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,845,225$142M0.11%+1,211,73313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,415,953$126M0.17%+232,75813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,137,696$116M0.03%+192,04013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC3,032,309$112M0.32%+301,27313F-HRTimeline
Cambridge Investment Research Advisors,…2,493,713$92.1M0.28%+226,96513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,922,030$71M0.01%-52,67513F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS1,828,484$67.5M0.15%+118,00913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,757,275$64.4M0.11%+247,78513F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG1,447,626$53.5M0.01%+552,19213F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,338,685$49.4M0.06%+338,45613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding1,206,083$44.5M+83,838Timeline
Private Advisor Group, LLC1,199,797$44.3M0.24%+48,28913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,154,988$42.7M0.07%+88,43313F-HRTimelineGroup
Midwest Heritage Bank, FSB978,124$36.1M13.59%+28,79013F-HRTimeline
Souders Financial Advisors932,782$34.4M4.38%+51,51413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC852,157$31.5M0.07%+49,30413F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.849,562$31.4M0.45%+444,48513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP847,182$31.3M0.03%+109,55113F-HRTimelineGroup
NewEdge Advisors, LLC826,422$30.5M0.16%-179,23913F-HRTimeline
Investment Planning Advisors, Inc.788,011$29.1M10.28%+135,63613F-HRTimeline
HUB Investment Partners, LLC750,208$27.7M0.97%+50,58313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…673,845$25.2M0.04%-7,43513F-HRTimeline
Summit Investment Advisory Services, LLC671,048$24.8M10.78%+37,15713F-HR/ATimeline
Strategic Blueprint, LLC647,391$23.9M1.17%+51,54413F-HRTimeline
CWM, LLCin group CWM, LLC580,783$21.4M0.08%+21,12013F-HRTimelineGroup
Janney Montgomery Scott LLC548,695$20.3M0.05%+104,88313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC470,078$17.4M0.22%+101,15813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/465,996$17.2M<0.01%+156,33213F-HRTimelineGroup
&PARTNERS456,595$16.9M0.13%+80,43813F-HRTimeline
D.A. DAVIDSON & CO.443,816$16.4M0.12%+9,19313F-HRTimeline
HARBOUR INVESTMENTS, INC.412,211$15.2M0.39%+1,96913F-HRTimeline
Orion Porfolio Solutions, LLC411,239$15.2M0.13%+8,02813F-HR/ATimeline
Valmark Advisers, Inc.402,564$14.9M0.21%+25,59713F-HRTimeline
Forge Financial Services LLC389,756$14.6M10.95%+27,44513F-HRTimeline
OLD MISSION CAPITAL LLC387,686$14.3M0.38%+3,67213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…382,889$14.1M0.64%+60,74313F-HRTimelineGroup
AA Financial Advisors, LLC381,380$14.1M3.03%-1,88513F-HRTimeline
IFP Advisors, Inc380,451$14.1M0.4%+36,17613F-HRTimeline
Burford Brothers, Inc.332,972$12.3M5.64%-7,26213F-HRTimeline
Entruity Wealth, LLC314,621$11.6M9.88%+21,16213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC294,083$10.9M0.47%+1,05813F-HRTimelineGroup
Atria Wealth Solutions, Inc.288,796$10.7M0.24%-71,15113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC283,714$10.5M0.01%new13F-HRTimelineGroup
Challenger Wealth Management272,601$10.1M6.98%+19,74113F-HRTimeline
Bridgewealth Advisory Group, LLC267,169$9.87M2.5%+81,63813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC267,142$9.87M0.19%+47,94413F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.266,668$9.85M0.65%-80613F-HRTimelineGroup
VestGen Advisors, LLC264,597$9.77M0.39%+11,98613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …264,366$9.76M0.22%+29,85413F-HRTimelineGroup
Affiance Financial, LLC262,404$9.69M1.97%-228,48113F-HRTimeline
Kingsview Wealth Management, LLC253,557$9.36M0.16%+56,37313F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…253,233$9.35M0.26%-296,40713F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…232,010$8.57M0.12%+27,59513F-HRTimelineGroup
Sunbelt Securities, Inc.240,929$8.43M0.74%+7,78213F-HRTimeline
Cannon Wealth Management Services, LLC222,851$8.23M6.73%+13,33413F-HRTimeline
Mutual Advisors, LLC193,476$7.45M0.19%+47,25313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…194,938$7.2M0.16%+37,84413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP186,633$6.89M0.01%+15,13813F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC185,471$6.85M0.15%+13,96413F-HRTimeline
Dynamic Advisor Solutions LLC184,004$6.8M0.21%-26,61613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…180,809$6.68M0.26%+9,13013F-HRTimeline
LANARK FINANCIAL, INC.175,829$6.49M0.53%+13,06813F-HRTimeline
Smartleaf Asset Management LLC169,565$6.25M0.55%+24,17713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC160,000$5.91M0.01%+16,64613F-HRTimelineGroup
BLAIR WILLIAM & CO/IL159,403$5.89M0.02%+3,79513F-HRTimeline
SMITH, MOORE & CO.153,458$5.67M0.48%-24,94713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC145,839$5.39M0.41%+13,07813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV145,220$5.36M0.39%-61,91913F-HRTimeline
Integrated Wealth Concepts LLC142,452$5.26M0.05%+31,21213F-HRTimeline
Geneos Wealth Management Inc.140,501$5.19M0.13%+133,13413F-HRTimeline
Transcendent Capital Group LLC139,941$5.17M2.66%+1,50113F-HRTimeline
HighTower Advisors, LLC139,386$5.15M0.01%+22,35213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.138,737$5.12M0.04%+85,87013F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers138,283$5.11M0.01%+20,04913F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.136,665$5.05M0.29%+22,90713F-HRTimeline
Cushing Capital Partners, LLC132,159$4.89M4.14%-1,27713F-HRTimeline
Aspire Growth Partners LLC127,590$4.71M3.86%+17,48213F-HRTimeline
Sovran Advisors, LLC124,932$4.65M0.49%+26,53413F-HRTimeline
Merit Financial Group, LLC122,226$4.51M0.05%+17,64513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC121,874$4.5M0.31%+12,37213F-HRTimeline
Prospera Financial Services Inc119,540$4.41M0.08%+12,04613F-HRTimeline
Clear Creek Financial Management, LLC118,786$4.39M0.42%+7,55413F-HRTimeline
Beacon Pointe Advisors, LLC116,048$4.29M0.04%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.115,626$4.27M0.02%+21,94213F-HRTimeline
Berger Financial Group, Inc115,045$4.25M0.28%-8,63913F-HRTimeline
Continuum Advisory, LLC112,396$4.15M0.5%-8,13513F-HRTimeline
Advisory Services Network, LLC108,403$4.14M0.07%-39,34113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC109,461$4.04M0.04%+10,93513F-HRTimelineGroup
PFG Advisors109,197$4.03M0.19%+55113F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC108,747$4.02M0.21%new13F-HRTimelineGroup
A&I FINANCIAL SERVICES, LLC108,032$3.99M2.25%+15,88413F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.105,721$3.91M1.85%+27,16413F-HRTimeline
Western Wealth Management, LLC105,829$3.91M0.23%-20,82113F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC103,409$3.82M0.25%+11,66913F-HRTimeline
G&S Capital LLC99,445$3.67M1.46%+89413F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC95,366$3.52M2.35%-88113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.93,425$3.45M0.04%+36,31013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…92,317$3.41M0.07%+52,29613F-HRTimelineGroup
World Investment Advisors88,604$3.27M0.07%+23,96213F-HRTimeline
Perennial Investment Advisors, LLC86,113$3.18M0.31%+24,65513F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC85,417$3.15M1.62%+8,80313F-HRTimeline
Bleakley Financial Group, LLC83,904$3.1M0.08%-5,81513F-HRTimeline
SITTNER & NELSON, LLC78,156$2.89M1.16%+1,23813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…70,874$2.62M0.06%+64713F-HRTimelineGroup
Olistico Wealth, LLC68,256$2.52M1.4%+1213F-HRTimeline
Pines Wealth Management, LLC64,850$2.43M0.86%+4,60413F-HRTimeline
CHOREO, LLC64,835$2.4M0.03%-3,54913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC62,571$2.31M0.18%-1,34413F-HRTimeline
Aptus Capital Advisors, LLC61,102$2.26M0.02%-56913F-HRTimeline
Lodestone Wealth Management LLC60,558$2.24M1.09%+19113F-HRTimeline
Capital Management Associates, Inc59,030$2.18M0.69%-59,27813F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…57,722$2.17M0.84%-10,68313F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…57,850$2.14M0.71%+7,27313F-HRTimeline
ASHTON THOMAS SECURITIES, LLC56,857$2.1M0.51%+5,14713F-HRTimeline
Tempus Wealth Planning, LLC55,855$2.06M0.51%+2,45313F-HRTimeline
M.E. ALLISON & CO., INC.55,598$2.05M1.65%+1,63113F-HRTimeline
Global Retirement Partners, LLC54,362$2.01M0.05%13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC54,239$2M0.04%new13F-HRTimelineGroup
LongView Wealth Management53,631$1.98M0.6%+6,16413F-HRTimeline
NORDEN GROUP LLC53,330$1.97M0.21%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC52,994$1.96M0.05%+2,06713F-HRTimeline
Keystone Financial Group52,778$1.95M0.18%+7,53513F-HRTimeline
Mariner, LLCin group Mariner, LLC52,568$1.94M<0.01%+10,04713F-HRTimelineGroup
Koshinski Asset Management, Inc.51,326$1.9M0.14%+5,72513F-HRTimeline
Signature Resources Capital Management,…50,455$1.86M1.13%+4,22513F-HRTimeline
Trueblood Wealth Management, LLC50,430$1.86M0.78%+6,73813F-HRTimeline
Meridian Wealth Management, LLC49,265$1.82M0.08%+14,15213F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC48,842$1.8M0.13%-1,76613F-HRTimeline
Latitude Advisors, LLC48,669$1.8M0.9%+1,36513F-HRTimeline
J.W. COLE ADVISORS, INC.48,184$1.78M0.04%+8,38013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.47,500$1.75M<0.01%013F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV44,621$1.65M0.11%+6,37613F-HRTimeline
Sowell Financial Services LLC44,258$1.63M0.07%+4,31713F-HRTimeline
Lantz Financial LLC43,182$1.59M0.4%+3,06913F-HRTimeline
Mayflower Financial Advisors, LLC43,159$1.59M0.22%-1,69313F-HRTimeline
Steward Partners Investment Advisory, L…42,666$1.58M0.01%+15,24913F-HRTimeline
WealthCare Investment Partners, LLC41,906$1.57M0.56%+21013F-HRTimeline
Armstrong, Fleming & Moore, Inc42,441$1.57M0.85%new13F-HRTimeline
CWS Financial Advisors, LLC40,581$1.5M0.44%+2,53413F-HRTimeline
HBW ADVISORY SERVICES LLC39,152$1.45M0.18%+10,18313F-HRTimeline
Confluence Wealth Services, Inc.38,786$1.43M0.08%+4,45313F-HRTimeline
KPP Advisory Services LLC37,341$1.38M0.23%+3,72013F-HR/ATimeline
CW Advisors, LLC37,230$1.37M0.01%+2,55413F-HRTimeline
Moloney Securities Asset Management, LLC35,996$1.33M0.16%+34913F-HRTimeline
RFG Advisory, LLC35,575$1.31M0.03%+19,78813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…34,646$1.28M0.07%-6,92013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC34,302$1.27M0.01%+12,79713F-HRTimeline
Advyzon Investment Management, LLC34,249$1.26M0.28%+26013F-HRTimeline
Ergawealth Advisors, Inc.34,142$1.26M0.57%new13F-HRTimeline
Independent Wealth Network Inc.33,719$1.25M0.45%+1,47513F-HRTimeline
Capital International Investorsin group Capital International Investo…33,275$1.23M<0.01%+313F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC33,013$1.22M0.11%+4,65413F-HR/ATimeline
Premier Path Wealth Partners, LLC32,713$1.21M0.17%013F-HRTimeline
OneDigital Investment Advisors LLC32,528$1.2M0.01%-14,72613F-HRTimeline
LYNCH & ASSOCIATES/IN32,360$1.2M0.24%+2,91313F-HRTimeline
180 WEALTH ADVISORS, LLC31,269$1.15M0.16%+39813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC31,211$1.15M<0.01%+3813F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.29,374$1.08M0.01%+9,96013F-HRTimelineGroup
Balentine LLC29,107$1.07M0.04%013F-HRTimeline
KINTRA WEALTH, LLC28,975$1.07M0.64%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…28,329$1.05M0.12%+2,41813F-HRTimeline
IFG Advisory, LLC27,806$1.03M0.05%+10,63713F-HRTimeline
Gateway Wealth Partners, LLC27,702$1.02M0.19%-62713F-HRTimeline
Venture Visionary Partners LLC27,697$1.02M0.04%+13,70013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC27,026$998K0.45%+13,32413F-HRTimelineGroup
Allworth Financial LP26,870$992K<0.01%+57513F-HRTimeline
Lincoln Capital LLC26,742$988K0.19%+1,90813F-HRTimeline
Simplicity Wealth,LLC26,662$985K0.04%+14,78813F-HRTimeline
Creative Planningin group Creative Planning25,191$930K<0.01%+10813F-HRTimelineGroup
Swisher Financial Concepts, Inc.25,081$926K0.6%-4,10113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth25,000$923K<0.01%+15,51613F-HRTimelineGroup
Belpointe Asset Management LLC24,567$907K0.04%-15013F-HRTimeline
Bill Few Associates, Inc.24,482$904K0.26%+3,85113F-HRTimeline
M Holdings Securities, Inc.24,292$895K0.15%new13F-HRTimeline
Sigma Planning Corp23,663$874K0.03%+4,98213F-HRTimeline
Richmond Investment Services, LLC23,406$864K0.18%+14,19713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC23,011$850K0.02%-1,05113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC22,796$842K0.08%+4,55713F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC22,791$842K0.02%+8,29813F-HRTimeline
GWN SECURITIES INC.22,540$832K0.15%-25,23213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,025$813K<0.01%-6,60713F-HRTimelineGroup
Sanctuary Advisors, LLC21,661$800K<0.01%+18813F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC21,483$793K0.61%-1,69013F-HRTimeline
DAVENPORT & Co LLC21,458$792K<0.01%+78313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …21,275$786K0.01%+10,05013F-HRTimelineGroup
FOURPATH CAPITAL MANAGEMENT, LLC21,256$785K0.12%+2,06313F-HRTimeline
PRIVATE TRUST CO NA21,081$779K0.07%+9,55913F-HRTimeline
Beacon Financial Advisory LLC20,108$743K0.19%-98813F-HRTimeline
KOM Wealth Management Group, LLC19,620$725K0.57%+3,46913F-HRTimeline
Jacobi Capital Management LLC19,286$712K0.05%new13F-HRTimeline
LANDAAS & CO /WI /ADV19,090$705K0.17%-2,06713F-HRTimeline
First Heartland Consultants, Inc.18,585$686K0.06%-21,02313F-HRTimeline
HRT FINANCIAL LP18,424$680K<0.01%+40313F-HRTimeline